“AI制药第一股”晶泰控股斩获430亿大单！科创人工智能ETF华夏(589010)近20个交易日涨幅近16%，“赚钱效应”凸显！

Core Viewpoint - The AI-focused ETF, Huaxia (589010), has shown strong performance with a 15.69% increase over the past 20 trading days, significantly outperforming the Shanghai Composite Index, indicating the robust elasticity of the "AI + Sci-Tech Board" sector [1][2] Group 1: ETF Performance - As of 14:20 today, Huaxia AI ETF is down 0.35%, but has demonstrated a solid upward trend recently [1] - The ETF has a turnover rate of 22.20% and a total trading volume of 16.75 million, reflecting active market participation [1] Group 2: Holdings Performance - Cambricon Technologies leads with a 2.82% increase, while Chipone Technology rises by 2.68% [1] - Lingyun Technology has the largest decline at 3.78%, with other companies like Amlogic and Daotong Technology also experiencing drops of over 2% [1] Group 3: Major News - On August 5, after market close, Jintai Holdings announced a significant AI pharmaceutical collaboration with DoveTree, securing a $51 million upfront payment and potential further payments totaling $4.9 million and milestone payments of $58.9 billion, bringing the total deal value to $59.9 billion [1] - This collaboration sets a new record in the "AI + Robotics" new drug development sector [1] Group 4: Industry Outlook - Longcheng Securities suggests that the continuous upgrade of global foundational large models, along with decreasing costs and improved effectiveness, will drive the prosperity of multimodal AI applications and the AI Agent ecosystem [1] - The report emphasizes the potential of AI-driven digital interactions to become a hot sector in the media and internet industry [1]